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Episode 002/ / 1 hr 21 min

Inside the Texas Buyout Firm Betting on Metals and Missiles

Arthur Hollingsworth / Founder & Managing Partner, Lone Star Investment Advisors

About this episode

Private equity has gotten so large that Arthur Hollingsworth says he is not even in the shallow end of the pool. He is in the kiddie pool. That kiddie pool is companies doing 5 to 10 million dollars of EBITDA, bought at 4 to 7 times, in one state and nowhere else.

Ryan Harper sits down with Arthur Hollingsworth, Founder and Managing Partner of Lone Star Investment Advisors, for a full walk through the lower middle market. Lone Star has raised six funds and invests only in Texas, concentrated in infrastructure, metals, and aerospace and defense.

Inside this episode

  • His buy box in his own numbers: 5 to 10 million of EBITDA, 4 to 7 times, a target price of 15 to 40 million
  • The three levers of every buyout, and why multiple expansion is the one that matters
  • The thermal layer: why a 10 million dollar EBITDA company gets a better multiple than a 9
  • Which of a family owner's three advisors is genuinely motivated to introduce you, and why
  • Why he replaced the quarterly board meeting with a call every week, 52 weeks a year

Chapters

This interview is for informational and educational purposes only and is not investment, legal, or tax advice. Nothing here is an offer or solicitation to buy or sell any security. Private market investments are illiquid and carry risk of loss, including loss of principal, and are generally available only to accredited investors. Views expressed are those of the speakers. Figures cited by guests are their own and have not been independently verified. Do your own due diligence and consult your own advisors.